Michelle Lynn Alsobrook

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Cabana Asset Management
  Fayetteville, AR
• 03/2025 → Present
  Corient
  Lowell, AR
• 03/2025 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2005-03-25 → 2016-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rogers, AR
  Rogers, AR

Other Businesses

~ (1) Cabana Asset Management; Investment-related; Fayetteville, AR; RIA; Position: IAR; Start date: 06/2016; Approximately 15 hours/month devoted to this activity with 15 hours/month devoted during securities trading hours. ~ (2) Corient Private Wealth; Investment-related; Miami, FL; RIA; Position: Senior Client Success Specialist and Wealth Advisor; W-2 Employee; Start date: 03/01/2025; Approximately 150 hours/month devoted to this activity with 150 hours/month devoted during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-24

Other Names

• Michelle L Alsobrook